Charles Armstrong School Defined Contribution Retirement Plan — Form 5500 plan (Charles Armstrong School)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charles Armstrong School Defined Contribution Retirement Plan is a benefit plan reported by Charles Armstrong School under EIN 94-1666217 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $22,706,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Armstrong School
- EIN
- 94-1666217
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, CA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $22,706,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250614144439NAL0018317793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,706,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,706,499
- Net assets (BOY)
- $19,594,671
Income & contributions
- Employer contributions
- $473,288
- Participant contributions
- $611,509
- Total contributions
- $1,101,715
- Total income / additions
- $4,455,696
Expenses & distributions
- Benefits paid
- $1,343,740
- Administrative expenses
- $128
- Total expenses
- $1,343,868
- Net increase / (decrease)
- $3,111,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $578 | $0 | 2023 |